Automate Drive-To-Store Lead Generation with SuiteCRM and Coupons
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Effortlessly capture drive-to-store leads and incentivize store visits with automated coupon distribution. This workflow seamlessly integrates online form submissions with your SuiteCRM, ensuring no lead is missed and every potential customer receives a timely offer.
About This Workflow
This n8n workflow automates the critical process of driving foot traffic to your physical store locations. When a customer fills out an online form, their information is captured and checked for existing entries in your Google Sheets coupon database. If a lead is new or eligible, a unique coupon is assigned and then directly pushed into your SuiteCRM as a new lead record, complete with all relevant contact details and the assigned coupon code. This ensures a personalized and immediate follow-up, maximizing conversion rates and providing valuable data for your sales and marketing teams. The system is designed to be robust, handling token generation for SuiteCRM authentication and responding with success or error messages for seamless integration.
Key Features
- Seamless Form Integration: Captures leads directly from online form submissions.
- Intelligent Coupon Management: Leverages Google Sheets to manage and assign unique coupons.
- SuiteCRM Synchronization: Automatically creates and updates lead records in SuiteCRM.
- Duplicate Lead Detection: Prevents duplicate entries by checking existing records.
- Automated Token Authentication: Securely authenticates with SuiteCRM API for lead creation.
How To Use
- Configure Webhook: Set up the n8n 'Webhook' node to receive incoming form submission data.
- Define Form Fields: Use the 'On form submission' node to specify the fields required for lead capture (e.g., Name, Surname, Email, Phone).
- Process Form Data: Map the incoming form data to a structured format using the 'Form Fields' Set node.
- Check for Duplicates & Assign Coupon: Utilize the 'Duplicate Lead?' Google Sheets node to check if a lead already exists and the 'Get Coupon' Google Sheets node to retrieve an available coupon based on lead criteria. Ensure your Google Sheet has 'EMAIL' and 'ID LEAD' columns for these nodes.
- Generate SuiteCRM Token: Configure the 'Token SuiteCRM' node with your SuiteCRM API credentials to obtain an access token.
- Create SuiteCRM Lead: Use the 'Create Lead SuiteCRM' node, referencing the token and mapping form data and the retrieved coupon to the appropriate SuiteCRM fields.
- Respond to Webhook: Configure the 'Respond OK' or 'Respond KO' nodes to send appropriate responses back to the webhook caller, indicating success or failure.
Apps Used
Workflow JSON
{
"id": "54338dec-8ec9-4f2f-b658-3745b535ca15",
"name": "Automate Drive-To-Store Lead Generation with SuiteCRM and Coupons",
"nodes": 17,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 54338dec-8ec9...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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